ARTISAN PARTNERS LIMITED PARTNERSHIP Information

875 E WISCONSIN AVE, MILWAUKEE, Wisconsin, 53202, (414) 390-6100

Report Date: 06/30/2014

Position Statistics

Total Positions 392
New Positions 37
Increased Positions 174
Decreased Positions 216
Positions with Activity 390
Sold Out Positions 32
Total Mkt Value (in $ millions) 58,711

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 1.43%
Capital Goods 5.96%
Conglomerates 0.1%
Consumer Cyclical 4.54%
Consumer/Non-Cyclical 2.15%
Energy 9.67%
Financial 16.87%
Healthcare 8.15%
Services 16.26%
Technology 32.11%
Transportation 0.64%
Utilities 1.23%

392 Positions as of 06/30/2014

Company Class ▲ Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
MELCO CROWN ENTMT LTD ADR 199,956 19,282 10.67 7,050,649
QIHOO 360 TECHNOLOGY CO LTD ADS 83,947 83,947 New 955,788
BRADY CORP CL A 10,771 -563 (4.97) 404,617
COMCAST CORP NEW CL A 13,428 1,030 8.31 245,398
COPA HOLDINGS SA CL A 7,598 399 5.55 61,781
DREAMWORKS ANIMATION SKG INC CL A 44,985 -2,340 (4.94) 2,060,218
FACEBOOK INC CL A 89,903 42,946 91.46 1,201,593
GOOGLE INC CL A 281,486 27,201 10.70 483,354
IHS INC CL A 1,095,333 39,963 3.79 7,688,169
INGRAM MICRO INC CL A 197,281 -69,423 (26.03) 6,842,906
LEXMARK INTL NEW CL A 201,246 -56,602 (21.95) 3,980,337
MANNING & NAPIER INC CL A 3,972 3,972 New 213,872
MASTERCARD INC CL A 310,054 8,377 2.78 4,089,885
NACCO INDS INC CL A 9,712 3,146 47.91 186,773
NEUSTAR INC CL A 143,187 -2,783 (1.91) 4,855,428
NOODLES & CO CL A 24,494 2,404 10.88 1,251,630
RALPH LAUREN CORP CL A 96,792 -89,925 (48.16) 572,054
SCHNITZER STL INDS CL A 54,683 -2,854 (4.96) 1,974,820
SKECHERS U S A INC CL A -27,581 Sold Out 0
TABLEAU SOFTWARE INC CL A 28,239 3,999 16.50 431,193


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